Ucar Retirement Plan
Sponsored by University Corporation For Atmospheric Research · EIN 840412668 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 1,643
- With balances
- 4,509
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $249,272 |
| Multnomah Group, Inc | Consulting (general), Direct payment from the plan | $57,780 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $26,618 |